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Financial Analyst Sr
Financial Analyst Sr-March 2024
Pleasanton
Mar 28, 2026
About Financial Analyst Sr

  Description If you're a skilled Financial Analyst, Robert Half has a job for you. There is an opening for a Financial Analyst, who will be a key business partner in forecasting, performance reporting, and expense management. The strongest candidates for this position will be comfortable with conducting financial modeling on various financial products, as well as measuring, analyzing and forecasting performance in conjunction with operating plans. You will also advise management on the allocation of resources to best accomplish objectives and prepare reports for management. This Financial Analyst role is based in the Pleasanton, California, area and is a long-term contract / temporary employment opportunity.

  Your responsibilities in this role

  Understand and explain internal and external drivers impacting performance and trending

  Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting

  Enable effective Business Intelligence (BI) to provide decision making support

  Work with Accounting on the monthly and quarterly financial close process

  Drive monthly reporting to business partners on financial results and actions required

  Work closely with cross-functional partners in Accounting and Operations to execute against plans

  Work next to senior executives on long-term deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation, and prioritization

  Research performance to date and assess potential risks and opportunities

  Edit and manage forecasting reports

  Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

  This position would suit a flexible individual that has experience managing large amounts of information and meeting expectations Requirements - BA/BS degree in finance or a related field

  Excellent oral and written communication skills

  Strong communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations

  Spreadsheet and ERP system experience preferred

  Financial planning & analysis (go-to-market experience prioritized)

  Skills in problem solving through statistical analysis or with large data sets highly desired (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

  Familiarity with Business Intelligence (BI) reporting tools required

  Eager problem-solver who listens for customer cues and actively resolves problems with grace and integrity

  Financial Notes experience preferred

  Finance experience

  Proven knowledge of Financial data

  About Time experience

  Experience with Accounting Functions

  Proficiency in Perform Ad Hoc Financial

  Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

  Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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